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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Companies

Woodford's illiquid holdings surpass 18% on latest delisting - reports
  • Companies
Woodford's illiquid holdings surpass 18% on latest delisting - reports

Rule is 10%

  • 22 August 2019
Report finds 'disappointing' progress on FTSE 100 board gender diversity
  • Companies
Report finds 'disappointing' progress on FTSE 100 board gender diversity

Six FTSE 100 female CEOs earning 32% less than men

  • 21 August 2019
Close Brothers AM hires Brooks Macdonald's Wilson as MD
  • People
Close Brothers AM hires Brooks Macdonald's Wilson as MD

Close Brothers Asset Management has appointed investment management director at Brooks Macdonald Alastair Wilson as a managing director within its Edinburgh office.

  • 13 August 2019
GAM Investments renames multi-manager fund range
  • Companies
GAM Investments renames multi-manager fund range

Adopted global approach

  • 12 August 2019
TCAM boss and wealth head Montgomery departs 7IM
  • Companies
TCAM boss and wealth head Montgomery departs 7IM

'Pursuing new opportunities'

  • 09 August 2019
Burford Capital defends itself and Invesco against short-selling attack
  • Companies
Burford Capital defends itself and Invesco against short-selling attack

'Throwing in Woodford for headline value'

  • 08 August 2019
Invesco considering legal options after attack from US short-seller
  • Companies
Invesco considering legal options after attack from US short-seller

Mark Barnett criticised

  • 07 August 2019
Investment results round-up: LGIM rakes in £60bn in H1; SLA outflows slow to £15.9bn
  • Companies
Investment results round-up: LGIM rakes in £60bn in H1; SLA outflows slow to £15.9bn

Trading updates to 30 June 2019

  • 07 August 2019
HSBC GAM hires former AXA UK and DWS CEO as chief
  • Companies
HSBC GAM hires former AXA UK and DWS CEO as chief

Sri Chandrasekharan being promoted within the wider group

  • 07 August 2019
Columbia Threadneedle, Man GLG and Merian GI close bond funds
  • Companies
Columbia Threadneedle, Man GLG and Merian GI close bond funds

July closures

  • 06 August 2019
Woodford Equity Income 'inadvertently' breaches 10% unquoted stocks limit again
  • Companies
Woodford Equity Income 'inadvertently' breaches 10% unquoted stocks limit again

After two of its holdings de-listed

  • 31 July 2019
Liontrust set to buy Neptune for £40m
  • Companies
Liontrust set to buy Neptune for £40m

Whole investment team moving over

  • 31 July 2019
Analysts take aim at Woodford over late disclosure of WPCT sell down
  • Companies
Analysts take aim at Woodford over late disclosure of WPCT sell down

Speculation trust could be wound up

  • 30 July 2019
Results round-up: Jupiter, Nucleus, AJ Bell, Rathbones, Miton and more
  • Companies
Results round-up: Jupiter, Nucleus, AJ Bell, Rathbones, Miton and more

Trading updates to 30 June 2019

  • 30 July 2019
Woodford Equity Income to remain gated until December
  • Companies
Woodford Equity Income to remain gated until December

'Realistic amount of time'

  • 29 July 2019
Quilter adds five funds to Cirilium range
  • Multi-Asset
Quilter adds five funds to Cirilium range

Cuts fees on passive portfolios

  • 29 July 2019
Liontrust in talks to snap up Neptune assets
  • Companies
Liontrust in talks to snap up Neptune assets

Robin Geffen set to sell parts of business

  • 29 July 2019
Boersma retires as CIO of $71bn Templeton equity business
  • Companies
Boersma retires as CIO of $71bn Templeton equity business

Alan Bartlett hired as replacement

  • 25 July 2019
Lloyds to pay SLA £140m in compensation over termination of £100bn mandate
  • Companies
Lloyds to pay SLA £140m in compensation over termination of £100bn mandate

SLA to continue managing one-third of assets

  • 24 July 2019
MSCI: Seven UCITS funds in danger of Woodford-style liquidity crisis
  • Companies
MSCI: Seven UCITS funds in danger of Woodford-style liquidity crisis

Breaching SEC rules

  • 22 July 2019
Morningstar: Investors exit Woodford Income Focus in June
  • Companies
Morningstar: Investors exit Woodford Income Focus in June

The Woodford Income Focus fund (WIFF) lost a third of its assets in the month of June alone, as investors continued to flee from funds managed by Neil Woodford, according to data provider Morningstar.

  • 18 July 2019
Talking with … Merian Global Investors' Richard Buxton
  • People
Talking with … Merian Global Investors' Richard Buxton

Square Mile’s series of informal interviews

  • 18 July 2019
Lindsell Train investors blocked from transferring away from HL - reports
  • Companies
Lindsell Train investors blocked from transferring away from HL - reports

Cannot transfer between share classes

  • 15 July 2019
Schroders Personal Wealth to launch exclusive multi-asset range for clients
  • Companies
Schroders Personal Wealth to launch exclusive multi-asset range for clients

Subject to regulatory approval

  • 12 July 2019
234

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Adviser receives online abuse and death threats after launching anti-crypto petition
Adviser receives online abuse and death threats after launching anti-crypto petition
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
US private equity firm set to acquire AFH in £225m deal
US private equity firm set to acquire AFH in £225m deal
Treasury Taskforce to address FSCS levy concerns and work with FCA
Treasury Taskforce to address FSCS levy concerns and work with FCA
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